Wealthcare Advisory Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Sell	5,750 -496	-8%	-$24.8K	0.01%	902
2026 Q1	$317K	Buy	6,246 +133	+2%	+$6.5K	0.01%	857
2025 Q4	$271K	Buy	6,113 +25	+0.4%	+$1.09K	0.01%	915
2025 Q3	$264K	Sell	6,088 -120	-2%	-$5.2K	0.01%	896
2025 Q2	$260K	Buy	+6,208	New	+$256K	0.01%	843
2024 Q1	–	Sell	-5,650	Closed	-$203K	–	814
2023 Q4	$203K	Sell	5,650 -1,000	-15%	-$33.9K	0.01%	716
2023 Q3	$222K	Buy	6,650 +21	+0.3%	+$728	0.01%	626
2023 Q2	$225K	Sell	6,629 -2,032	-23%	-$70.4K	0.01%	640
2023 Q1	$307K	Buy	8,661 +1,762	+26%	+$64.5K	0.01%	571
2022 Q4	$252K	Buy	+6,899	New	+$249K	0.01%	580
2021 Q2	–	Sell	-3,424	Closed	-$112K	–	965
2021 Q1	$112K	Buy	+3,424	New	+$106K	0.01%	639
2020 Q2	–	Sell	-3,081	Closed	-$69K	–	657
2020 Q1	$69K	Sell	3,081 -1,676	-35%	-$48.3K	0.01%	447
2019 Q4	$155K	Buy	4,757 +4	+0.1%	+$127	0.02%	330
2019 Q3	$148K	Buy	4,753 +71	+2%	+$2.17K	0.02%	320
2019 Q2	$143K	Buy	4,682 +3	+0.1%	+$91	0.02%	317
2019 Q1	$141K	Buy	4,679 +3,303	+240%	+$95.8K	0.02%	282
2018 Q4	$37K	Buy	1,376 +4	+0.3%	+$116	0.01%	490
2018 Q3	$41K	Buy	1,372 +3	+0.2%	+$88	0.01%	515
2018 Q2	$39K	Buy	1,369 +3	+0.2%	+$85	0.01%	514
2018 Q1	$39K	Buy	1,366 +3	+0.2%	+$88	0.01%	446
2017 Q4	$41K	Buy	1,363 +3	+0.2%	+$88	0.01%	404
2017 Q3	$39K	Buy	+1,360	New	+$38.6K	0.01%	335